WTC
EVN

WhitTier Trust Company’s Eaton Vance Municipal Income Trust EVN Stock Holding History

WhitTier Trust Company’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,800
Closed -$37.5K – 1179
2022
Q4 		$37.5K Hold
3,800
– – ﹤0.01% 716
2022
Q3 		$37K Hold
3,800
– – ﹤0.01% 706
2022
Q2 		$42K Sell
3,800
-45,656
-92% -$512K ﹤0.01% 699
2022
Q1 		$586K Hold
49,456
– – 0.02% 333
2021
Q4 		$683K Hold
49,456
– – 0.02% 313
2021
Q3 		$684K Sell
49,456
-4,980
-9% -$70.8K 0.03% 311
2021
Q2 		$764K Sell
54,436
-2,165
-4% -$30.2K 0.03% 293
2021
Q1 		$779K Sell
56,601
-495
-0.9% -$6.69K 0.03% 285
2020
Q4 		$764K Sell
57,096
-2,185
-4% -$28.5K 0.04% 269
2020
Q3 		$759K Sell
59,281
-375
-0.6% -$4.78K 0.04% 254
2020
Q2 		$745K Buy
59,656
+510
+0.9% +$6.12K 0.05% 247
2020
Q1 		$709K Buy
59,146
+8,935
+18% +$114K 0.05% 229
2019
Q4 		$640K Buy
50,211
+15,580
+45% +$199K 0.04% 278
2019
Q3 		$446K Buy
+34,631
New +$440K 0.03% 310

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

WhitTier Trust Company's EVN Position: Q1 2023 in Review

WhitTier Trust Company sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2023, closing a stake of 3,800 shares — an estimated $37.5K sold.

WhitTier Trust Company first reported a position in EVN in Q3 2019 and held it in 14 quarters. The position peaked at $779K in Q1 2021. 96 funds tracked by Wall St. Rank hold EVN as of Q1 2023.

  • WhitTier Trust Company reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2023 after selling out during the quarter.
  • WhitTier Trust Company sold 3,800 Eaton Vance Municipal Income Trust shares in Q1 2023, an estimated $37.5K.
  • WhitTier Trust Company first reported a position in Eaton Vance Municipal Income Trust in Q3 2019 and held it in 14 quarters.
  • WhitTier Trust Company's Eaton Vance Municipal Income Trust position peaked at $779K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.